Filed October 4, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $29,502 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $320,462 | $99,016+223.6% | $93,786+241.7% | $66,949+378.7% |
| Participation rate | 87.3% | 82.1%+5.2pp | 81.0%+6.3pp | 69.8%+17.5pp |
| Annual return | -48.98% | -14.59%-34.4pp | -11.32%-37.7pp | 1.57%-50.6pp |
| Employer contribution / active EE | $11,980 | $4,769+151.2% | $4,328+176.8% | $2,545+370.7% |
| Participant deferral / active EE | $12,461 | $6,689+86.3% | $6,100+104.3% | $4,239+194.0% |
| Admin fee / account holder | $281 | $477-41.1% | $7,184-96.1% | $594-52.7% |